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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,734 | $81,262-30.2% | $155,602-63.5% | $80,911-29.9% |
| Participation rate | 22.9% | 66.2%-43.4pp | 78.2%-55.3pp | 67.6%-44.8pp |
| Annual return | 12.39% | 33.34%-21.0pp | 64.81%-52.4pp | 35.63%-23.2pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,705 | $3,451-21.6% | $5,629-51.9% | $4,297-37.0% |
| Admin fee / account holder | $3,827 | $7,992-52.1% | $15,923-76.0% | $6,935-44.8% |